Bryce Point Capital’s Axos Financial AX Stock Holding History

Bryce Point Capital’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,322	Closed	-$511K	–	205
2024 Q4	$511K	Buy	+7,322	New	+$535K	0.15%	254

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Bryce Point Capital's AX Position: Q1 2025 in Review

Bryce Point Capital sold out of Axos Financial (AX) in Q1 2025, closing a stake of 7,322 shares — an estimated $511K sold.

Bryce Point Capital first reported a position in AX in Q4 2024 and held it in 1 quarter. The position peaked at $511K in Q4 2024. 351 funds tracked by Wall St. Rank hold AX as of Q1 2025.

Bryce Point Capital reported no remaining Axos Financial position as of Q1 2025 after selling out during the quarter.
Bryce Point Capital sold 7,322 Axos Financial shares in Q1 2025, an estimated $511K.
Bryce Point Capital first reported a position in Axos Financial in Q4 2024 and held it in 1 quarter.
Bryce Point Capital's Axos Financial position peaked at $511K in Q4 2024.
351 funds tracked by Wall St. Rank held Axos Financial as of Q1 2025.

Based on Bryce Point Capital's 13F filing for Q1 2025, filed 7 May 2025.